The 5G concept includes major US-listed companies in the fifth-generation telecommunication technology industry chain.
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- -24.440-0.73%
On the eve of Trump's return, major American technology companies are reportedly urgently stockpiling electronic components from China.
① microsoft, hp inc, and dell and other technology companies are stockpiling electronic components from china due to concerns over increased tariffs after trump's rise to power; ② regarding trump's tariff threats, executives from the usa electronics industry warn that some of the tariff costs may be passed on to consumers, raising the prices of electronic products.
In addition to cutting subsidies, the usa government also wants to restrict the breakup of intel!
① intel has reached a subsidy agreement of 7.86 billion dollars with the usa government, but must meet strict conditions; ② intel stated on Wednesday that the usa government requires it not to sell shares of its chip manufacturing division at will; ③ the usa Department of Commerce stated that it is negotiating control change terms with all subsidy recipients.
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In 2024, the global smart phone market experienced a strong rebound in sales, ending two years of decline. The growth momentum mainly comes from suppressed demand and regions with low smart phone penetration, while AI technology has not significantly increased consumer interest. IDC predicts that the total smart phone shipment in 2024 will grow by 6.2%, reaching 1.24 billion units, but the apple iPhone shipment will only slightly increase by 0.4% due to the increased market share of Android phone competitors.
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